Summary

Earn ongoing commissions with every small business you help succeed.

Sell essential bookkeeping, tax prep, and financial advisory services that every business owner needs. With 20% commissions and lifetime residuals, your effort compounds as your client base grows.

You’ll receive both cold and warm leads directly through our CRM, so you can focus on closing deals instead of prospecting. The process is simple: call your assigned leads, walk them through our proven sales flow, bring in our accountants when needed, and close the deal.

Each sale adds recurring income, and the short “weeks-long” sales cycle means you get paid faster.

You’ll be selling to entrepreneurs, startups, and established small business owners who already feel the pain of messy books, confusing tax rules, and lack of clarity—making your conversations easier and your closes faster.

This is a chance to build residual income in one of the most stable and in-demand sectors of the U.S. economy.

What kind of agent is suited to this opportunity?

This opportunity is best suited for professional, self-motivated agents who are passionate about helping small businesses succeed. You should have at least three years of B2B sales experience—ideally in finance, insurance, or other service-based industries.

If you enjoy consultative selling, understand the power of long-term relationships, and thrive on helping clients gain clarity and confidence, you’ll fit right in.

Agents with experience selling bookkeeping, payroll, or tax preparation services to U.S. small businesses will find this opportunity especially rewarding.